Author name: Tina Calma

Zip Code Notes

In the Zip Code Item list… Allow Notes to be attached. An example would be: “This zip code requires Occupational Tax, add tax info” So that when a zip code is selected any special operating conditions could be noted and pop up on selection.

Employee Count on Reports

Please add the employee count on reports. The number of employees reported is required on many filings, i.e. State Withholding, SUI, and Local Taxes.

Custom PO Form

The ability to create a custom PO form. Much like the ability to customize a Invoice. I know that you can create a custom PO Report in Custom Data View, however, more steps to get there. Want the ability to send a custom PO via email right from the PO screen.

Lookup & Add -on all drop downs

We have run across several drop down menus that do not have the feature. The most recent was the GL Account in A/P enter invoice. Our account names are # + Description. So when we go to select we have to scroll through to find what we are looking for.

Work Address in Work Order List

Please add the Work Address as an available column in the work order list. This will help us see where the work is being performed without having to open each work order

Import Feature is Backwards

Currently it makes you select the file then the Aptora Item you are trying to upload. This is counterintuitive. If you have the ability to select the Aptora Item first then you can see the available fields for upload and can rename or add prior to loading. As well as know the # of characters …

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Import Work Orders

Have the Ability to import work orders from spreadsheet. We average 60-80 work orders per week. It would make things much quicker to be able to upload.

Assets on Dispatch

Add the “Assigned To” as a column Would like to be able to re-assign an asset from one employee to another. I.e. Johns truck is in for repair so he will be driving the extra service truck for a week or so. Or if Bill let John borrow his generator. Move from one employee to …

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